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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B +$479M +7,717,422 +4%
BlackRock
2
BlackRock
New York
$10.1B -$674M -10,845,924 -6%
State Street
3
State Street
Massachusetts
$6.52B -$125M -2,012,907 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.57B -$609M -9,802,292 -12%
Bank of America
5
Bank of America
North Carolina
$2.56B +$779M +12,551,419 +44%
Invesco
6
Invesco
Georgia
$2.34B -$54.7M -881,595 -2%
Harris Associates
7
Harris Associates
Illinois
$2.33B -$3.14M -50,534 -0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.27B -$191M -3,083,717 -8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.04B +$104M +1,680,839 +5%
VH
10
ValueAct Holdings
California
$1.96B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.96B +$91.8M +1,478,125 +5%
Northern Trust
12
Northern Trust
Illinois
$1.94B -$65M -1,046,124 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.92B +$8.81M +141,856 +0.5%
Norges Bank
14
Norges Bank
Norway
$1.88B +$223M +3,591,402 +14%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$1.67B -$9.6M -154,668 -0.6%
Ameriprise
16
Ameriprise
Minnesota
$1.58B +$24.7M +397,335 +2%
Franklin Resources
17
Franklin Resources
California
$1.57B +$78.4M +1,261,897 +5%
Capital World Investors
18
Capital World Investors
California
$1.3B +$6.21M +100,000 +0.5%
Boston Partners
19
Boston Partners
Massachusetts
$1.19B -$27.9M -449,040 -2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.18B +$7.17M +115,480 +0.6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.08B -$5.21M -83,962 -0.5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$998M -$428M -6,895,385 -30%
Goldman Sachs
23
Goldman Sachs
New York
$922M -$69M -1,110,508 -7%
Legal & General Group
24
Legal & General Group
United Kingdom
$900M +$158M +2,551,435 +21%
LSV Asset Management
25
LSV Asset Management
Illinois
$841M -$8.95M -144,100 -1%

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.